- Advise clients on estate planning matters, including wills, trusts, powers of attorney, and... tax strategies - Draft and review estate planning documents tailored to client's specific needs - Assist with probate administration and trust administration proceedings - Conduct cli...
Law Firm Seeks Trusts & Estates Associate with... for a highly qualified Trusts & Estates Associate with... a minimum of 3-8 years of prior law firm experience, specifically in the trusts and estates area. ... Responsibilities: - Drafting and revi...
Job Title: Trusts & Estates Legal Assistant Job... Responsibilities: The Trusts & Estates Legal Assistant... and paralegals within the Trusts and Estates Group. This... role demands a high level of professionalism and requires the assistant to perform various tasks efficiently in a...
Estate Planning Attorney Location: Charlotte, NC Salary: $80,000 - $120,000 per year depending on experience, inclusive of monthly bonus potential and growth opportunities. Job Responsibilities: - Craft tailored estate plans, including wills, trusts, and powers of attorney.... - Consu...
Experienced Estate Planning Attorney – **Members Only** **Members Only** is a law firm with 6 offices across North Carolina and South Carolina, and is seeking an experienced Estate Planning Attorney for their new office in Belmont, North Carolina. The Attorney will...
15 locations across North and South Carolina. We are looking for a professional to manage estates, trusts, wills, and elder law... cases in the metro Charlotte area. This role offers the chance to collaborate with a team of seasoned elder...
Title: Paralegal - Estate & Wealth Planning Job Responsibilities: The Estate & Wealth Planning Paralegal at the law firm is responsible for a variety of tasks involving the administration of estates and the preparation of gift and estate tax returns. The essential...
Title: Paralegal - Estate Administration Job Responsibilities: - Oversee probate files and ensure timely filing of documents. - Coordinate with probate courts and clients. - Draft and proofread accurate legal documents. - Interact with clients to obtain comprehensive information for estate administration and probate. - Manage...
Job Title: Trusts & Estates Legal Administrative... **Members Only** Law Firm Department: Trusts and Estates Group Experience:... and paralegals within the Trusts and Estates Group -... Maintain a positive attitude and self-motivation while finding solutions to challenges - Prioritize and handle...
(LO), is tasked with offering personalized advice and wealth management services related to Special Needs Trusts for high net worth... (HNW) and ultra-high net worth (UHNW) clientele. Key responsibilities include: - Collaborating with trust partners, attorneys, caseworkers, and...
Account Assistant 1: Job Responsibilities, Salary Information, and Experience Requirements H1: Trust Account Assistant 1 Position at Law Firm in Charlotte, NC H2: Responsibilities, Salary Details, and Qualifications Trust Account Assistant 1 is a crucial position within a...
Administration Advisor - Wealth Management Category: Wealth, Brokerage, and Premier Banking Experience: 10+ years in Fiduciary Services, Private Wealth, or Institutional Investment Management with 5+ years in Trust Administration Salary: Competitive, based on experience and qualifications Location: Remote, preferably within...
- Job Title: Trust Administration Advisor - Salary: Not specified - Experience: 10+ years as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration - Language Fluency: English...
Title: WM Trust Advisor Job Responsibilities: The WM Trust Advisor will serve as a dedicated Trust Advisor for selected high net worth and ultra-high net worth clients within a specific market or region. The primary responsibilities include: - Collaborating closely with other senior...
trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset sizes. - Understand and interpret financial and estate planning strategies, as well as legal and...
Tax Manager, Trusts and Estates The candidate... reviews complex tax returns, as well as provides advanced technical assistance, tax planning, and research on complex Trust, Estate and Gift tax issues. Performs detail tax review of all Trust, Estate and Gift...
WNT Estates, Gifts & Trusts The candidate will work... closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,...
Tax Preparation Advisor Manager Apply Job Category Finance Level Manager Specialty/Competency IFS - Finance Time Type Full time Travel Requirements Up to 20% Job ID 597739WD A career in Finance, within Internal Firm Services, will provide you...
Risk and Regulatory - Resolution Planning - Director Apply Job Category Risk and Compliance Level Director Specialty/Competency Financial Risk Time Type Full time Travel Requirements Up to 80% Job ID 601876WD At PwC, our people in risk and compliance focus...
Risk and Regulatory - Resolution Planning - Senior Manager Apply Job Category Risk and Compliance Level Senior Manager Specialty/Competency Financial Risk Time Type Full time Travel Requirements Up to 80% Job ID 601875WD At PwC, our people in risk and...
PwC is currently seeking a Specialized Tax Services - Energy Incentives & Credits Manager to join our tax services team. This role involves providing tax advice and solutions to clients in complex and niche areas of taxation, such as...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Concierge The candidate is the next point of contact between the law firm and the client after the initial consultation and retainment of legal services. Responsible for introducing and educating the client about what their role is as a DC...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
firm is seeking a Trusts & Estates Associate Attorney... its well-established and respected Trusts & Estates Practice Group.... This role offers the opportunity to work on complex estate planning, administration, and tax matters for high-net-worth individuals, families, and charitable entities....